James Investment Research Inc Houlihan Lokey, Inc. Transaction History

James Investment Research Inc

$819 Million
Q4 2024

A detailed history of James Investment Research Inc transactions in Houlihan Lokey, Inc. stock. As of the latest transaction made, James Investment Research Inc holds 6,341 shares of HLI stock, worth $1.01 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,341

Previous 6,341 -0.0%

Holding current value

$1.01 Million

Previous $1 Million 9.88%

% of portfolio

0.13%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$122.38 - $136.8 $244 - $273	-2 Reduced 0.03%	6,341 $855,000
Q1 2024 May 01, 2024	BUY	$114.14 - $131.85 $570 - $659	5 Added 0.08%	6,343 $813,000
Q2 2023 Aug 07, 2023	BUY	$84.95 - $98.88 $254 - $296	3 Added 0.05%	6,338 $623,000
Q3 2022 Oct 31, 2022	BUY	$75.03 - $88.87 $120,573 - $142,814	1,607 Added 33.99%	6,335 $478,000
Q2 2022 Aug 01, 2022	BUY	$76.53 - $89.4 $1,224 - $1,430	16 Added 0.34%	4,728 $373,000
Q1 2022 Apr 22, 2022	BUY	$87.8 - $119.53 $1,053 - $1,434	12 Added 0.26%	4,712 $414,000
Q4 2020 Jan 27, 2021	BUY	$59.42 - $70.1 $279,274 - $329,470	4,700 New	4,700 $316,000
Q3 2019 Oct 30, 2019	SELL	$41.93 - $46.82 $247,638 - $276,518	-5,906 Closed	0 $0
Q2 2019 Jul 24, 2019	SELL	$43.72 - $49.51 $8,437 - $9,555	-193 Reduced 3.16%	5,906 $263,000
Q1 2019 Apr 26, 2019	SELL	$36.64 - $46.75 $11,358 - $14,492	-310 Reduced 4.84%	6,099 $280,000
Q4 2018 Jan 22, 2019	SELL	$34.76 - $45.14 $8.54 Million - $11.1 Million	-245,611 Reduced 97.46%	6,409 $236,000
Q3 2018 Oct 26, 2018	SELL	$44.93 - $52.89 $1.57 Million - $1.85 Million	-35,006 Reduced 12.2%	252,020 $11.3 Million
Q2 2018 Jul 19, 2018	SELL	$43.57 - $52.52 $2.6 Million - $3.13 Million	-59,585 Reduced 17.19%	287,026 $14.7 Million
Q1 2018 Apr 12, 2018	BUY	$43.6 - $51.55 $724,806 - $856,967	16,624 Added 5.04%	346,611 $15.5 Million
Q4 2017 Jan 23, 2018	BUY	$39.25 - $46.02 $9.82 Million - $11.5 Million	250,142 Added 313.28%	329,987 $15 Million
Q3 2017 Oct 13, 2017	BUY	$34.86 - $39.31 $2.78 Million - $3.14 Million	79,845	79,845 $3.13 Million

Others Institutions Holding HLI

# of Institutions

538

Shares Held

52.6M

Call Options Held

37.5K

Put Options Held

24.4K

View Full List

About HOULIHAN LOKEY, INC.

Ticker HLI
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 49,663,900
Market Cap $7.9B
Description
Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment offers gen...

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James Investment Research Inc Houlihan Lokey, Inc. Transaction History